See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,978 | $71,883-1.3% | $86,677-18.1% | $68,494+3.6% |
| Participation rate | 64.6% | 72.2%-7.7pp | 76.6%-12.0pp | 67.9%-3.3pp |
| Annual return | -15.49% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,609 | $2,173-26.0% | $2,836-43.3% | $2,596-38.0% |
| Participant deferral / active EE | $3,904 | $3,779+3.3% | $4,656-16.1% | $4,027-3.1% |
| Admin fee / account holder | $9,460 | $6,112+54.8% | $7,493+26.3% | $5,403+75.1% |